Dynamic Advisor Solutions LLC Incresed Positions in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Manager Directed Portfolios
41.9K
+ 90.28%
N/A
88.2K $0
BYLD
Ishares Tr Yield Optimized Bd
323
+ 1.08%
N/A
30.1K $0
Lam Research Corp
1.25K
+ 8.14%
N/A
16.6K $0
Capital Group International
8.79K
+ 28.99%
N/A
39.1K $0
First Tr Exchange Traded Fd
16.1K
+ 5.33%
N/A
318K $0
Morgan Stanley ETF Trust
10.5K
+ 68.03%
N/A
26K $0
ESG
Flexshares Stoxx Us Esg Select
236
+ 13.81%
N/A
1.95K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
9.04K
+ 24.79%
N/A
45.5K $0
Morgan Stanley ETF Trust
12.1K
+ 72.91%
N/A
28.6K $0
Rb Global Inc
171
+ 3.19%
N/A
5.52K $0
Morgan Stanley ETF Trust
11.2K
+ 95.65%
N/A
23K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
27
+ 0.16%
$23.38 - $23.82 $631 - $643
17.2K $402K
HNDL
Strategy Shs

ETFs
59
+ 0.33%
$22.03 - $22.55 $1.3K - $1.33K
18.1K $398K
BHK
Blackrock Core Bond Trust

Financial Services
14.3K
+ 3.88%
$9.56 - $10.11 $137K - $144K
382K $3.65M
RWK
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.16%
$120.2 - $126.58 $481 - $506
2.52K $309K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
25
+ 0.23%
$24.01 - $24.68 $600 - $617
10.9K $260K
NWL
Newell Brands Inc.

Consumer Defensive
4.82K
+ 39.53%
$3.11 - $5.39 $15K - $26K
17K $58K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.06%
$128.1 - $134.67 $128 - $135
1.69K $217K
FNK
First Trust Mid Cap Value Alph

ETFs
1
+ 0.03%
$52.84 - $55.86 $52.8 - $55.9
3.66K $195K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2
+ 0.19%
$227.13 - $251.24 $454 - $502
1.06K $240K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
32
+ 0.41%
$64.34 - $67.09 $2.06K - $2.15K
7.92K $518K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
16
+ 0.17%
$32.32 - $33.89 $517 - $542
9.21K $301K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.24K
+ 2.73%
$50.22 - $52.54 $213K - $223K
159K $8.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
76
+ 2.22%
$127.65 - $142.97 $9.7K - $10.9K
3.51K $452K
PEG
Public Service Enterprise Group Inc

Utilities
263
+ 0.51%
$79.86 - $84.83 $21K - $22.3K
52.1K $4.31M
TTWO
Take Two Interactive Software Inc

Communication Services
150
+ 7.55%
$232.0 - $262.29 $34.8K - $39.3K
2.14K $502K
SAP
Sap Se

Technology
375
+ 10.28%
$238.9 - $280.46 $89.6K - $105K
4.02K $960K
DVA
Davita Inc.

Healthcare
86
+ 4.01%
$118.75 - $132.87 $10.2K - $11.4K
2.23K $270K
MBLY
Mobileye Global Inc.
957
+ 6.33%
$12.32 - $15.54 $11.8K - $14.9K
16.1K $197K
MKC
Mccormick & CO Inc

Consumer Defensive
4
+ 0.04%
$63.83 - $68.91 $255 - $276
10.7K $697K
IWP
Ishares Russell Mid Cap Growth

ETFs
269
+ 2.61%
$136.84 - $145.3 $36.8K - $39.1K
10.6K $1.45M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.1%
$245.79 - $258.02 $492 - $516
2.09K $514K
ICE
Intercontinental Exchange, Inc.

Financial Services
186
+ 6.08%
$145.59 - $162.64 $27.1K - $30.3K
3.25K $493K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
178
+ 0.12%
$52.76 - $53.18 $9.39K - $9.47K
151K $7.97M
OKE
Oneok Inc

Energy
238
+ 1.5%
$64.31 - $72.98 $15.3K - $17.4K
16.1K $1.13M
CARR
Carrier Global Corp

Industrials
87
+ 1.63%
$54.1 - $60.75 $4.71K - $5.29K
5.42K $292K
NSC
Norfolk Southern Corp

Industrials
68
+ 2.28%
$279.53 - $300.15 $19K - $20.4K
3.04K $864K
SYY
Sysco Corp

Consumer Defensive
539
+ 5.3%
$72.9 - $83.27 $39.3K - $44.9K
10.7K $800K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
60
+ 2.47%
$153.8 - $189.34 $9.23K - $11.4K
2.49K $392K
NWSA
News Corp

Communication Services
926
+ 6.49%
$25.08 - $28.95 $23.2K - $26.8K
15.2K $397K
AZO
Autozone Inc

Consumer Cyclical
7
+ 4.07%
$3576.14 - $4253.71 $25K - $29.8K
179 $690K
EVH
Evolent Health, Inc.

Healthcare
212
+ 1.79%
$4.16 - $8.25 $882 - $1.75K
12K $50K
FNF
Fidelity National Financial, Inc.

Financial Services
1.16K
+ 2.03%
$54.56 - $60.34 $63.5K - $70.2K
58.4K $3.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
70
+ 6.25%
$252.87 - $320.26 $17.7K - $22.4K
1.19K $300K
RSP
Invesco S&P 500 Equal Weight E

ETFs
119
+ 0.3%
$185.12 - $192.11 $22K - $22.9K
39.8K $7.46M
INTU
Intuit Inc

Technology
434
+ 4.43%
$641.79 - $683.39 $279K - $297K
10.2K $6.61M
RSSS
Research Solutions, Inc.

Technology
13.5K
+ 4.88%
$3.06 - $3.62 $41.3K - $48.8K
290K $935K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.68K
+ 4.55%
$12.83 - $15.07 $47.2K - $55.5K
84.6K $1.09M
DKNG
Draft Kings Inc.

Consumer Cyclical
570
+ 3.06%
$27.92 - $35.5 $15.9K - $20.2K
19.2K $568K
Activity Summary
Buys All Purchases 387 New Holdings 79 Increased Positions 308 Sells All Sells 515 Reductions 515 Sold out 0 Options Calls 0 Puts 0
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